{"id":1204,"date":"2022-03-24T18:09:31","date_gmt":"2022-03-24T18:09:31","guid":{"rendered":"https:\/\/bluewaterdentaladvisors.com\/?page_id=1204"},"modified":"2022-10-11T16:01:55","modified_gmt":"2022-10-11T16:01:55","slug":"faq","status":"publish","type":"page","link":"https:\/\/bluewaterdentaladvisors.com\/faq","title":{"rendered":"FAQ"},"content":{"rendered":"

[vc_row full_width=”stretch_row” css=”.vc_custom_1467708036052{background-color: #ffffff !important;}”][vc_column][vc_empty_space height=”3em”][vc_tta_accordion][vc_tta_section title=”What does a service like this cost?” tab_id=”1648145564742-f82c9360-a3f2″][vc_column_text]We keep it simple: Our BWDA planning process is transparent. We feel that by discussing an engagement letter, scope of work, and fee upfront, we can spend the time, effort, and care needed to assist you and your practice with the service it deserves.[\/vc_column_text][\/vc_tta_section][vc_tta_section title=”What if I’m just getting into my practice? Is it an efficient use of my time to work with a professional on a plan to protect, grow, and exit my business?” tab_id=”1648145810549-40ba55f9-7799″][vc_column_text]Absolutely. In fact, it is never too early to start planning for your future. All roads lead to one day exiting your practice and we should start planning for that day now!<\/span>[\/vc_column_text][\/vc_tta_section][vc_tta_section title=”When is the best time to plan my eventual exit?” tab_id=”1648145810265-f5e7a38b-211f”][vc_column_text]Exiting your business is inevitable, so it\u2019s never too early to start planning. In fact, planning earlier is better, as you can make all your decisions within the framework of your long-term goals.<\/span>[\/vc_column_text][\/vc_tta_section][vc_tta_section title=”How do you work with my other trusted professionals?” tab_id=”1648145810132-17ce8567-187b”][vc_column_text]We understand that it takes a village to run a business, so we\u2019ll work closely with your entire team to ensure we have a clear and complete picture of your practice. Advice is best given where collaboration occurs. <\/span>[\/vc_column_text][\/vc_tta_section][vc_tta_section title=”What data do you need to work with me?” tab_id=”1648146062406-5067af0f-2363″][vc_column_text]Every business is different, but at minimum, we typically need 3 years of business and personal tax returns, any current balance sheets, P&Ls, and legal documents.<\/span>[\/vc_column_text][\/vc_tta_section][vc_tta_section title=”How do you organize my finances?” tab_id=”1648145809982-0e095b7c-a3cb”][vc_column_text]We use the Living Balance Sheet\u2122 to assist in the organization of your financial world. As you go through life, different products or services have been put into place, and it\u2019s important to understand how they work together. We take the guesswork out of it by helping you attain perfect financial organization.<\/span>[\/vc_column_text][\/vc_tta_section][vc_tta_section title=”Do you provide personal financial planning as well?” tab_id=”1648145809832-ae048430-f3bd”][vc_column_text]We certainly do, and we find it\u2019s a crucial part of business planning. When the household is in order, things usually go more smoothly at work.<\/span>[\/vc_column_text][\/vc_tta_section][vc_tta_section title=”What are your credentials?” tab_id=”1648145809683-f81a3de5-9df4″][vc_column_text]We have combined 20 years of experience in this field and in working with dental clients, as well as having a Certified Exit Planner (CExP\u2122) on our team. <\/span>[\/vc_column_text][\/vc_tta_section][vc_tta_section title=”How long does this process take?” tab_id=”1648145809532-b316adbf-5692″][vc_column_text]We expect this full planning process to take up to 6 months, but it may take longer depending on circumstances.<\/span>[\/vc_column_text][\/vc_tta_section][vc_tta_section title=”Are you fiduciaries?” tab_id=”1648145809383-29db3fc3-fbbf”][vc_column_text]Yes, we are.<\/span>[\/vc_column_text][\/vc_tta_section][vc_tta_section title=”Is this relationship ongoing or transactional?” tab_id=”1648145809217-982f59d9-304f”][vc_column_text]We prioritize creating an ongoing relationship with our clients so that we can help you with all of your needs over time.\u00a0<\/span>[\/vc_column_text][\/vc_tta_section][vc_tta_section title=”Do you work with more than just dentists?” tab_id=”1648145809055-4599f25f-172f”][vc_column_text]Yes. While we work primarily with dentists, we also work with many people in the medical field and in the blue-collar sector.<\/span>[\/vc_column_text][\/vc_tta_section][vc_tta_section title=”How do we get started?” tab_id=”1648145808704-78a78a82-2ccf”][vc_column_text]Get in touch with us!<\/a> <\/span>We\u2019d love to tell you more or set up an introductory consultation.<\/span>[\/vc_column_text][\/vc_tta_section][\/vc_tta_accordion][vc_empty_space height=”3em”][\/vc_column][\/vc_row][vc_row][vc_column]

<\/div>

Ready to get started?<\/h2>
Fill out our short online questionnaire form to give us more details about you and a member of our team will reach out for next steps.<\/div>
Let's Go<\/a><\/div><\/div><\/div><\/div><\/div>[\/vc_column][\/vc_row]<\/p>\n","protected":false},"excerpt":{"rendered":"

[vc_row full_width=”stretch_row” css=”.vc_custom_1467708036052{background-color: #ffffff !important;}”][vc_column][vc_empty_space height=”3em”][vc_tta_accordion][vc_tta_section title=”What does a service like this cost?” tab_id=”1648145564742-f82c9360-a3f2″][vc_column_text]We keep it simple: Our BWDA planning process is transparent. We feel that by discussing an engagement letter, scope of work, and fee upfront, we can spend the time, effort, and care needed to assist you and your practice with the service […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"yoast_head":"\nFAQ - Bluewater Dental Advisors<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/bluewaterdentaladvisors.com\/faq\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"FAQ - Bluewater Dental Advisors\" \/>\n<meta property=\"og:description\" content=\"[vc_row full_width=”stretch_row” css=”.vc_custom_1467708036052{background-color: #ffffff !important;}”][vc_column][vc_empty_space height=”3em”][vc_tta_accordion][vc_tta_section title=”What does a service like this cost?” tab_id=”1648145564742-f82c9360-a3f2″][vc_column_text]We keep it simple: Our BWDA planning process is transparent. 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